Real estate has proved to be one of the most resilient and best risk adjusted performing investment classes in Australia since the early 1900’s. Managing Director, Richard Germain, explores the strong underlying trends making retail property in particular an attractive investment.
The spread between yields for sub-regional retail shopping centres and the 10-year bond yield is at or close to multi-decade highs.
Managing Director and Fund Portfolio Manager, Richard Germain, explains why we believe current yields reflect dislocation in pricing and why now may be the time to buy retail.
The strength of the Australian industrial and logistics real estate sector can be attributed to a range of positive underlying trends including higher occupier demand, domestic supply imbalances, high barriers to entry and a rise in e-commerce.
Demonstrating strong growth and resilience, and underpinned by a range of positive long-term structural trends is which Australian real estate sector? Executive Director, Matthew Lane, explains.